Administrative Assistant To Janice James, Sun Life Advisor

Role Summary

We are looking for an enthusiastic Administrative Assistant to join our team. Reporting directly to the advisor, the Assistant will coordinate and deliver exceptional administrative support to her. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities and helps to create an efficient and compliant office environment.

Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the Advisor.

Responsibilities

In partnership with the Advisor, develop and execute on plan to meet operational and administrative goals

Schedule appointments and manage advisor’s workflow (preparation for client meetings, events, tasks, follow up, etc.)

Manage office tasks such as filing, Salesforce updates, generating reports, and presentations requiring the use of independent judgement and initiative

Manage travel arrangements, prepare itineraries, plan logistics, and submit expense reports

Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)

Gather and compile production statistics/reports for advisor

Support the advisor in monitoring and responding to Head Office inquiries

• Daily management of advisor social media tools

Qualifications

• Previous experience in customer service, or other related fields
• Bachelor’s degree in Business Administration, Communications or Marketing
• Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy and reliability, in a fast-paced environment
• Excellent written and verbal communication skills
• Positive and professional demeanor
• Strong relationship building and office administration skills
• Highly proficient use of Word, PowerPoint, Excel and Salesforce

Compensation

• Compensation will vary based on factors such as level of experience and industry network

Disclaimers

Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life.All decisions with respect to an applicant’s candidacy will be made by the Advisor, and not by Sun Life. You must be at least 18 years old, and be legally entitled to work in Canada to be considered for this role.

It is a dog friendly working environment

Job Types: Part-time, Permanent

Salary: $18.00-$22.00 per hour

Expected hours: 10 – 20 per week

Benefits:

• Casual dress

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Work Location: In person

Application deadline: 2024-03-04
Expected start date: 2024-03-18